Practice and client management

Plus, Insightsoftware announces Jet Reports Online; InterVal updates business customization features; and other updates from the accounting tech world.

GreenGrowth CPAs acquired retiring firm CGC Accountants & Advisors in a move to expand its new service niche.

Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.

The American Institute of CPAs is planning to revise its independence rules amid the wave of private equity investments in accounting firms.

Just like your favorite NFL or college football team, your firm has opponents, and you need to manage all aspects of a successful firm to stay competitive.

Young athletes are raking in as much as several millions of dollars a year, but the nascent legalized pay for student-athletes needs reforms, a new study said.

As artificial intelligence streamlines many accounting tasks, clinging to hourly billing will become increasingly unsustainable.

At least one rule enshrined by President Biden's administration appears safe under President Trump's team. Here's how a 2019 law changed taxpayer disputes.

Ed Mendlowitz is making 190 tax season, practice management and personal tips checklists available in a usable searchable Word format.

These organic growth principles, built around service, channels and targets, have had a significant impact on the fortunes of highly successful firms.

How do we expect more people to join the accounting profession if we don't brand it properly?

A change in command is a natural time for firms and their leaders to take stock of where they are, and to consider new directions, new ideas and new approaches.

They give advisors an opening into deeper conversations with clients, while their clients can express the larger vision behind their hopes for the future.

Whether you are the lowest-level employee or highest-level CPA firm owner or partner, your job is to provide services for the person hiring or engaging you.

The small Tampa auditor picked up a big tranche of engagements from another auditor that exited the field.

The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.

Finding talent tops the profession's concerns, according to a new report from the Massachusetts Society of CPAs.

The International Ethics Standards Board for Accountants plans a standard-setting project on accounting firm culture and governance in response to a new report.

These nine steps can help you transform your firm's culture by starting with small, intentional changes that challenge fixed thinking patterns.

Rochester, New York-based Insero Advisors has received a strategic investment from Rallyday Partners, to accelerate the firm's growth.